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Technology Stocks : Dell Technologies Inc.

DELL 127.57

+4.1%

10:16 AM EST

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To: Irish King who wrote (32875)	3/7/1998 3:39:00 AM
From: Chuzzlewit	Read Replies (2) of 176387

It isn't a CPQ specific problem, it's the entire tech sector. Now just how do you know this? Do you think that Dell is lying? That would open the company up to derivative lawsuits and I think they're smart enough not to tempt that kind of reaction, so I believe what Dell has told us. It might interest you to know that many of us on this thread had predicted Compaq's inventory problems last summer when the announced their BTO initiative. Look for posts by Jim Kelley and Meathead among others. This development did not catch us by surprise. Now, the real question is what inventory is jugged up, and how Compaq plans to deal with it. Until we know details we are just fantasizing. Paul

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